On June 30, 2026, Brookfield and Bloom Energy announced a fivefold expansion of their strategic AI infrastructure partnership, raising Brookfield’s framework to build and finance Bloom fuel cell power projects for AI infrastructure from $5 billion to $25 billion. The original $5 billion partnership was struck in October 2025.
The expanded partnership integrates power, compute, data center infrastructure and capital for AI factory development. Bloom’s solid oxide fuel cells generate electricity on-site, letting hyperscalers and AI data center developers bypass utility interconnection queues that have become a key bottleneck for the AI buildout. The commitment sits within Brookfield’s dedicated AI Infrastructure Fund, which targets deploying $100 billion across AI factories, power solutions and compute infrastructure, alongside Brookfield’s more than $100 billion in existing digital infrastructure and clean power assets.
The deal is a marker of how the constraint on AI has shifted from chips to electricity: capital is now flowing at tens-of-billions scale into behind-the-meter generation specifically so AI data centers do not have to wait for the grid.